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Capital Advisors Ltd’s WaFd WAFD Stock Holding History

Capital Advisors Ltd’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-368
Closed -$11K – 1648
2025
Q1 		$11K Hold
368
– – ﹤0.01% 755
2024
Q4 		$12K Hold
368
– – ﹤0.01% 750
2024
Q3 		$13K Hold
368
– – ﹤0.01% 725
2024
Q2 		$11K Buy
368
+121
+49% +$3.35K ﹤0.01% 744
2024
Q1 		$7K Buy
+247
New +$7.12K ﹤0.01% 816

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Advisors Ltd's WAFD Position: Q2 2025 in Review

Capital Advisors Ltd sold out of WaFd (WAFD) in Q2 2025, closing a stake of 368 shares — an estimated $11K sold.

Capital Advisors Ltd first reported a position in WAFD in Q1 2024 and held it in 5 quarters. The position peaked at $13K in Q3 2024. 255 funds tracked by Wall St. Rank hold WAFD as of Q2 2025.

  • Capital Advisors Ltd reported no remaining WaFd position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 368 WaFd shares in Q2 2025, an estimated $11K.
  • Capital Advisors Ltd first reported a position in WaFd in Q1 2024 and held it in 5 quarters.
  • Capital Advisors Ltd's WaFd position peaked at $13K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held WaFd as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.